Home of the Retirement Geeks


Get a complimentary second opinion on your current financial plan, 401k/IRA, or life insurance policy.

Please select which service you are interested in:

Upcoming Events

Next event:
JA Vegas Gala
January 30, 2016

Read more


Sign up to receive our free monthly newsletter which provides useful insight in the current markets, financial planning, investments, and life insurance.



Advice for Life

Outlook 2016
Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
Click to learn more about LPL Financial Advisors Wat Keys, Al Howell, Jon Dewar, and LPL Registered Assistant and CPA Dave Grubbs
Click to learn more about connecting to Retirement Geeks via social media
Retirement Geeks - Gwen says, Let's Geek Out on your retirement and financial planning, investments and insurance.
Wealth Vision: Use the latest in financial planning software.
Account View - Access your account from your computer, tablet or smartphone.
Junior Achievement of Eastern North Carolina


RetirementGeek's Guide to Financial Fitness

January 20th - Jon Dewar was invited to speak at Tai Lopez's Knowledge Society Mentor Conference in New York City. Tai's Knowledge Society is known for programs that teach with the goal of the participant achieving the highest levels of health, wealth, love and happiness.

knowledge society logo

Jon Dewar, accompanied by fellow LPL Financial Advisor Chris Gure, came armed with stories of Jon and Tai's early partnership founding the Legacy Life Group (now RetirementGeeks). When presenting to a room full of entrepreneurs whose main goal is to make money and lots of it, Jon had to define retirement a little differently. Retirement is when you stop working for your money and your money starts working for you. However you define it planning for it is generally the same. It all depends on risk tolerance and on your personal goals and concerns. Contact Jon Dewar at 919-881-2850 to discuss your retirement plan.


View All Event Photos


RetirementGeeks and The Knowledge Society Team Up

RetirementGeeks and The Knowledge Society team up to support Junior Achievement of Eastern NC (JA). Chief Retirement Geek Jon Dewar who is also an Executive Board Member of JA reached out to friend and former business partner Tai Lopez to make a generous donation to JA.

JA programs deal with real issues like workforce readiness, financial literacy, and entrepreneurship so that young people can not only understand their opportunities in life but can also take advantage of those opportunities.

Click here to learn more or to donate 


Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

Watch the video below to learn more about LPL Financial

LPL Financial Video link

Today's Markets

RetirementGeek tweets

Legal | Privacy Policy | Insurance Quote | Careers | Contact Us | Staff Login | RSS | Sitemap | Download Our Brochure

©2007-2016 RetirementGeeks.com

2840 Plaza Place Suite 206, Raleigh, NC 27612

Toll-Free 888-854-7526 • Local 919-881-2850 • Fax 800-785-1070